Colorado Tax Services for Sale

Cherry Creek area TAX only CPA practice grossing $ 365,000. Cash flow to owner is 59% of gross or $ 218,000. If the firm is acquired by another existing CPA firm then $ 19,500 of rent and phone could be eliminated and increase the Cash Flow to Owner to 65% of gross revenue. The Practice has 3 employees: owner and two P/T staff. One is a "fabulous" CPA candidate and likely would stay with the new owner as needs time with CPA to obtain CPA license. The other is a P/T office manager who likely will not continue with a buyer. This practice currently produces a apx 500 tax returns annually with solid average fees! 350 -Form 1040s; 80 -1041s; 31 -1065s; 40 -1120S; 5 -1120; 4 -990s; and 3 -706s. More info

The seller of this Mesa County CPA firm is ready to retire. The firm offers is a nice quality of life practice, offering the owner great cash flow while working a low number of hours. Practice can remain in its current location and seller is willing to assist with a smooth transition. Revenue breakdown is as follows:46% accounting, bookkeeping, and payroll services43% income tax preparation services for individual clients11% income tax preparation services for business and other clients More info

A well established CPA tax practice grossing $ 1,600,000 and busy year round. Two partners are seeking to transfer ownership in a two step transfer. 1st partner next July 1st and the 2nd partner will transfer a portion of his clients with the sale of first partner. The anticipated first tranche will be $ 1,100,000 in annual revenue for sale price of 1.3 times gross revenue or $ 1,400,000. The anticipated second tranche will be $ 500,000 in annual revenue for sale price of 1.3 times gross revenue or $ 650,000. The buyer will obtain a right of first refusal of the second tranche and an office sharing arrangement would be written at the time of sale of first partner as to 2nd partner sharing More info

Buy 1/3 of thriving CPA practice for $400,000. Owners are approaching retirement and want to work fewer hours especially during tax season-a phase out. Two partners have worked together since 1988. New clients by referral only. Strong loyalty by clients. Mostly small business clients approximately 60%-70% of practice including related tax work. Challenge 1 partner is very entrepreneurial other is more grounded and manages bookkeeping/compilation accounts. Both partners do taxes. 2 largest clients comprise about 6% of income. Entrepreneurial partner takes 3 to 4 months off after tax season other partner takes 1 to 2 weeks off after tax season. No audits and few reviews. More info

- Single-owner CPA practice in vibrant, growing community- 46% Tax Preparation (67% Individual; 33% Business); 54% Bookkeeping/Payroll; < 1% Other- Cash flow to owner before potentially duplicate expenses is a strong 54% of gross revenue- Practice utilizes ProSeries and Quickbooks- One full-time; one part-time employee - Office space is on month-to-month lease with potential for new long-term lease- Owner is looking to reduce time commitment for personal reasons More info

The seller of this Boulder tax practice is ready to retire. The business has a nice fee structure with good cash flow. This is a great quality of life practice. Owner will be available to assist with a smooth transition and practice can remain in the current location. Revenue breakdown:62% income tax preparation services for individuals31% income tax preparation services for business clients7% income tax preparation services for other clients More info

The seller of this Loveland tax and accounting practice is ready to sell and pursue other business interests. Boasting a skilled staff, the business has seen significant growth over the last few years and is projected to continue growing. Office space is available for continued lease and seller is available to assist with a smooth transition. Revenue breakdown includes:47% accounting and bookkeeping services29% income tax preparation services for individual clients18% income tax preparation services for business clients6% subscription services, training, consulting More info

The seller of this Denver CPA firm is ready to sell and pursue other interests. The business is growing. It offers a large number of business clients and a nice mix of services. Revenues are as follows:31% Accounting & Bookkeeping4% Payroll Services22% Income Tax Preparation Services for Individuals39% Income Tax Preparation Services for Business Clients4% Tax Planning and Other Services More info

SALE PENDING: The seller of this home-based business is approaching retirement. The firm offers a nice mix of services, including a large number of business clients. The firm is home-based, so it will need to be relocated. The business offers a nice cash flow and the owner will assist with a smooth transition of the client base. Revenue breakdown is as follows:16% accounting and bookkeeping services53% income tax preparation services for individuals29% income tax preparation services for business clients2% consulting services More info

OVERVIEWABA Advisors represents this CPA practice located in Larimer County, CO. The seller is willing to provide transitional assistance to the buyer to help ensure client retention.THE PRACTICEThe practice provides individual and business tax returns, with 2/3 of the clientele being individuals and the remaining 1/3 businesses. The business is profitable and should provide nearly 50% cash to a potential buyer. More info

OVERVIEWABA Advisors represents this CPA practice located in the Ft. Collins/Loveland, CO area. The seller is willing to provide transitional assistance to the buyer to help ensure client retention.THE PRACTICEThe practice has a good mix of services to both individuals and businesses, including tax preparation and monthly/quarterly/annual bookkeeping. More info

? Single-owner EA tax practice ? Long-term, stable client base with strong referral opportunities ? Revenues are primarily Tax Preparation Services (69% Individual; 28% Business) with Tax Planning & Consulting Services (3%) accounting for the balance. Great potential to add additional services, especially write-up work, and financial planning engagements as well? Cash flow to owner is 63.5 % of gross revenue before potentially duplicate expenses? Practice utilizes Drake and Quickbooks software? One seasonal tax preparer paid on production based commission ? Office space is professionally appointed leased space ? Owner is looking forward to retirement after a long, successful career? Owner More info

Well established tax preparation business with year round income from a growing bookkeeping service. This practice bridges a gap between larger firms and the franchised tax preparers. The owner provides honest service and insight that cannot be found at those types of businesses. This is an exciting opportunity for a buyer to take advantage of a growing market via a professional and reputable business. More info

? Sole-owner tax and accounting CPA practice in vibrant Colorado Springs, CO (just named the best city in the USA in which to live)? Very stable, strong revenue stream with modest growth the past few years? Tax return preparation services are approximately 64% Individual returns, 32% Business returns and 4% Fiduciary returns? Just over 200 accounting services relationships including write-up, payroll and sales tax returns, accounts payable processing and monthly or quarterly compilations? Cash flow to owner before potentially duplicate expenses is 29% of gross revenue with potential for improvement with restructuring and/or consolidation with another practice to achieve efficiencies of More info

? Sole Practitioner EA Practice? Revenue mix is 51% Business Tax, 48% Individual Tax and 1% Other Entity? Owner's cashflow is 40% but will be improved greatly with changes in operations being put into effect? Software used is Ultra Tax CS, QuickBooks and Sage? Office space is owner-occupied; seller is open to selling or leasing space to? new practice owner? Owner is looking forward to moving out of state and semi-retirement? Owner anticipates assisting buyer through an appropriate transition period to maximize knowledge transfer and client retention More info

- Single-owner CPA practice in vibrant, growing community- 51% Tax Preparation (60% Individual; 40% Business and Trusts); 27% Bookkeeping/Payroll; 22% Planning & Consulting- Cash flow to owner before potentially duplicate expenses is a solid 54% of gross revenue- Practice utilizes ProSystems and QuickBooks- Three full-time employees - CPA, paraprofessional and office manager; plus one seasonal CPA- Spacious professional office space with four private offices and more- Owner is looking forward to retirement after a long, successful career- Owner anticipates assisting buyer through an appropriate transition period and/or continuing with the new owner for one year More info

- Single-owner CPA practice in vibrant, growing community- Demonstrated double-digit growth for several years- 64% Tax Preparation (67% Individual; 3% Business); 16% Bookkeeping/Payroll; 2% Consulting; 18% Audits & Reviews- Cash flow to owner before potentially duplicate expenses is a respectable 42% of gross revenue- Practice utilizes UltraTax and Intuit Client Accounting- One administrative employee - Professional office space with two private offices- Owner is looking forward to retirement after a long, successful career- Owner anticipates assisting buyer through an appropriate transition period to maximize knowledge transfer and client retention More info

The seller of this Pueblo County tax and accounting firm is approaching retirement. The firm is well known and well established in the area. The firm offers a nice mix of revenues with a good cash flow to the owner! The firm is in a great location with lots of opportunity for growth. Revenues for the business are as follows:29% Accounting, bookkeeping and payroll services 53% Income tax preparation services18% Consulting, QB set up/training More info

- Single-owner EA practice - 81% Tax Preparation (69% Individual; 31% Business); 10% Bookkeeping; 9% Planning/Consulting- Cash flow to owner before potentially duplicate expenses is a respectable 49% of gross revenue- Practice utilizes UltraTax and QuickBooks- One administrative employee- Professional office space in easily accessible location- Owner is looking forward to retirement after a long, successful career- Owner anticipates assisting buyer through an appropriate transition period to maximize knowledge transfer and client retention More info

The sellers of this North Denver tax practice are approaching retirement and ready to pursue other interests. The tax practice is well established and well known in the area and the firm's overhead is low offering the owners a nice income! The business is housed in a great location in a high traffic area. The revenue breakdown is as follows:96% income tax preparation services for individual clients4% income tax preparation services for business clients and trusts More info

- Single-owner EA practice in the heart of Boulder- Approximately 91% Tax Preparation (roughly 2/3 individual clients and 1/3 entities); 7% Bookkeeping/Payroll; 2% consulting - Cash flow to owner before potentially duplicate expenses is a solid 55% of gross revenue- Practice utilizes Lacerte tax preparation software- One part-time employee - CPA - Owner is retiring; however, fully anticipates assisting the buyer for an appropriate period of transition More info

- Long-standing single-owner CPA practice; highly regarded in local community; strong growth potential via referrals from existing clients - 54% Tax Preparation (59% Individual; 40% Business; 1% Other); 37% Bookkeeping/Payroll; 9% Tax Planning & Consulting - Cash flow to owner before potentially duplicate expenses is a respectable 48% of gross revenue- Practice utilizes Lacerte, Quickbooks and Sureprep- One full-time professional staff; one PT seasonal receptionist; one PT seasonal office manager- Office space is owner-occupied; seller is open to selling or leasing space to new practice owner- Owner is looking forward to retirement after a long, successful career- Owner is flexible on More info

? Sole-owner CPA practice in SE Denver? Very strong year-over-year growth for several years? 99+% Tax Preparation (42% Individual; 58% Business); <1% Accounting Services? Average fee for 1040’s is $1,600; for business returns, $2,800? Accrual basis net to owner over 56%; ? CCH Tax software and QuickBooks for accounting? Four professional staff and one administrative support employee? Office space is in class A building, very professionally appointed with majestic mountain views? Owner is looking forward to change in quality of life and eventual retirement but anticipates assisting buyer through an appropriate transition period (possibly longer term should the buyer desire a gradual More info

CO1007: The sellers of this CPA firm are approaching retirement. The firm offers a good mix of work with a large number of business clients, a nice cash flow to the owner and stable revenues. The firm is well known and well established, and the owners will be available for a smooth transition.Revenues from the business include:28% Accounting, bookkeeping, and payroll43% Income tax preparation services for individuals27% Income tax preparation services for business and other clients2% One review financial statement and other miscellaneous revenues More info

This Central Mountains Region CPA Firm has lots to offer, including a nice cash flow to the owner and a good mix of revenues. The firm is located in a fast growing resort town, with a well established location. Firm revenues are as follows:35% Accounting & Bookkeeping Services9% Payroll Services26% Income Tax Preparation Services for Individual Clients29% Income Tax Preparation Services for Business and Other Clients 1% New Business Start-ups, Consulting and Miscellaneous Services More info

- Single-owner tax and accounting practice in vibrant, growing community- Demonstrated strong growth for several years- 93% Tax Prep (48% Individual; 44% Business; 8% Other); 5% Monthly Write-up; 2% Projections - Cash flow to owner before potentially duplicate expenses is very strong at 64% of gross revenue- Practice utilizes CCH Axcess and Quickbooks- Two part-time employees - both CPAs - to go with the practice- Owner looking to sell tax and accounting business to be able to focus on and grow another professional services business line- Owner anticipates not only assisting with the transitioning existing tax clients to buyer, but also forging a strong referral relationship - Buyer will More info

- Single-owner CPA practice in vibrant, growing community- 79% Tax Preparation (71% Individual; 16% Business; 13% Other); 7% Bookkeeping; 14% Consulting- Cash flow to owner before potentially duplicate expenses is a respectable 43% of gross revenue- Practice utilizes Lacerte and Quickbooks- One part-time employee -- EA- Office space is owner-occupied; seller is open to selling or leasing space to new practice owner- Practice could also be absorbed and relocated into an existing practice within Boulder County- Owner is looking forward to retirement, but is open to working for buyer to aid in client retention and transition if the buyer wishes More info

- Successful CPA firm looking to sell a portion of its client list - Ideal buyer is one with an existing practice to use as collateral for lender financing- 27 client relationships averaging $6,500 per relationship- Most are S Corporations & related individuals (87% of revenue); remainder is one C Corp, one LLC plus individual and one sole prop- 26 of the 27 relationships provide monthly revenue stream which averages over $13,500 per month- All clients being sold are accustomed to online service delivery using Quickbooks Online and video meetings, screen sharing etc. - Seller business model has changed to focus on project-based tax planning clients rather than monthly service clients- Tax More info

ABA Advisors represents this CPA practice located in Colorado Springs, CO. The seller is willing to provide transitional assistance to the buyer to help ensure client retention.The practice has a nice mix of individual tax and business clients. Average fees are solid for a practice of this size and should net more than 60% to the Buyer that purchases the business. More info